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Original filing (PDF)20250829082258NAL0019026832001
PERSONIFY CORPORATION
Form 5500
FILING_RECEIVED
PERSONIFY CORPORATION 401(K) PLAN
401(k) retirement plan
Signals · 1
25% in single holding
Active participants
176
Accounts w/ balance
291
Plan assets (EOY)
$28.5M
Net assets (EOY)
$28.5M
How this plan invests
This plan
1 pooled trust
Schedule D
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
87
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Vanguard Target Retirement 2045 Inv Mutual Fund -" is 25% of plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PERSONIFY CORPORATION.
Plan sponsor
Name
PERSONIFY CORPORATION
EIN
54-1826450
Address
7010 EASY WIND DRIVE, SUITE 210 · AUSTIN, TX · 78752
Phone
(512) 394-6596
Industry
Software Publishers· Information / Tech / Mediasee all
Plan administrator
Name
RETIREMENT PLAN FIDUCIARIES, LLC
EIN
90-0815510
City
AUSTIN, TX
Phone
(512) 394-6596
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-29
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3F · Sponsor used leased employees
Audit & trust (Schedule H)
Auditor
WEAVER & TIDWELL LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $41K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RETIREMENT PLAN FIDUCIARIES LLC | — | AUSTIN, TX | INVESTMENT ADVISOR | $32K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $14K | — |
Investments
25 direct securities · 1 pooled fund· $28.3M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$27.4M
25 holdings
Common Collective Trust
$918K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2045 Inv Mutual Fund - | — | — | — | $7.1M | 24.9% | |
| Vanguard Growth Index Adm Mutual Fund - | — | — | — | $3.3M | 11.5% | |
| Vanguard Target Retirement 2055 Inv Mutual Fund - | — | — | — | $2.7M | 9.4% | |
| Fidelity 500 Index Mutual Fund - | — | — | — | $2.7M | 9.3% | |
| Vanguard Target Retirement 2035 Inv Mutual Fund - | — | — | — | $2.2M | 7.7% | |
| Vanguard Mid-Cap Growth Index Admiral Mutual Fund - | — | — | — | $1.6M | 5.5% | |
| Vanguard Value Index Adm Mutual Fund - | — | — | — | $1.1M | 3.8% | |
| Fidelity Small Cap Index Mutual Fund - | — | — | — | $993K | 3.5% | |
| Fidelity International Index Mutual Fund - | — | — | — | $933K | 3.3% | |
| INVESCO STABLE VALUE FUND INVESCO FUNDS · EIN 84-1142974 / PN 001 | Common Collective Trust | — | — | $918K | 3.2% | |
| Vanguard Target Retirement 2025 Inv Mutual Fund - | — | — | — | $779K | 2.7% | |
| Vanguard Mid-Cap Index Fund - Admiral Mutual Fund - | — | — | — | $596K | 2.1% | |
| PGIM Total Return Bond R6 Mutual Fund - | — | — | — | $516K | 1.8% | |
| DFA Real Estate Securities I Mutual Fund - | — | — | — | $482K | 1.7% | |
| Janus Henderson Balanced N Mutual Fund - | — | — | — | $472K | 1.7% | |
| All Spring Special Mid Cap Value R6 Mutual Fund - | — | — | — | $375K | 1.3% | |
| DFA Intermediate Govt Fixed-Income I Mutual Fund - | — | — | — | $360K | 1.3% | |
| DFA International Core Equity I Mutual Fund - | — | — | — | $341K | 1.2% | |
| DFA International Small Company I Mutual Fund - | — | — | — | $300K | 1.1% | |
| Vanguard Target Retirement Income Inv Mutual Fund - | — | — | — | $263K | 0.9% | |
| DFA Inflation-Protected Securities I Mutual Fund - | — | — | — | $239K | 0.8% | |
| Vanguard Target Retirement 2065 Inv Mutual Fund - | — | — | — | $101K | 0.4% | |
| All Spring Special Small Cap Value R6 Mutual Fund - | — | — | — | $64K | 0.2% | |
| JP Morgan Small Cap Growth R6 Mutual Fund - | — | — | — | $49K | 0.2% | |
| PGIM High Yield R6 Mutual Fund - | — | — | — | $34K | 0.1% | |
| Blackrock Multi-Asset Income Instl Mutual Fund - | — | — | — | $3K | <0.1% |